Mastodawn

US Top News and Analysis | Adobe tries to climb out of the software stock abyss, with a little help from a buyback and Jensen Huang

AI generated summary, Read the full article for complete information.

Adobe’s shares have been hammered, falling about 40% from their May 2025 peak as investors fear AI‑driven disruption of the SaaS model, but the company is beginning to recover after its board approved a $25 billion share‑repurchase program and Nvidia CEO Jensen Huang lauded Adobe’s AI‑enhanced tools at the 2026 Adobe Summit. JPMorgan analyst Mark Murphy remains bullish, rating the stock overweight with a $420 target that suggests roughly 70% upside from the current $247 price, citing Adobe’s strong growth, incremental AI monetization, seasoned management and new AI‑infused products such as CX Enterprise Coworker. He argues Adobe’s strategic focus on the “contextual layer” (brand truth, data governance, decisioning) gives it a durable advantage as agentic AI proliferates, and the stock was up about 4% in midday trading.

#Adobe #JensenHuang #Nvidia #JPMorgan #SaaSpocalypse #MarkMurphy

AI generated summary, Read the full article for complete information.

Philip Theus Apr 17

Apparently Digital Ocean has run out of hardware for their only Canadian cloud region.

#saaspocalypse #aipocalypse

Beth Pariseau Apr 16

As the dust settles on #TaxDay 2026, Intuit's senior vice president and chief AI officer Ashok Srivastava envisions not a #SaaSpocalypse but a #SaaS transformation enabled by #AIagents, with an emphasis on human-AI collaboration and predictive capabilities. In this interview, he shares data on the results of Intuit's #AI strategy so far in millions of customers and transactions, cost savings, ROI and accuracy rates.

In today’s episode, we’ll cover…

* What Srivastava's experiences with data analytics at #NASA and #Intuit have in common
* The importance of AI skepticism in agentic development
* Best and worst-case scenarios for #agenticAI in 2026

And more!

Check out the episode on TechTarget 's YouTube channel:

https://youtu.be/JNO0L02Vt9k?si=8dOXYACOAfOvfrhK

IT Ops Query: Intuit AI chief looks beyond the SaaSpocalypse

YouTube

Inferential Apr 10

The Phantom Repricing

Three software companies posted double-digit revenue growth this quarter. Their stocks are down 80% or more. Figma: revenue up 41% year-over-year to [$1.06 billion](https://247wallst.com/investing/202

https://blog.codeland.org/posts/the-phantom-repricing/

#AI #SaaS #WeeklyDigest #SaaSpocalypse #MondayCom #Meta #SoftwarePricing

Benjamin Carr, Ph.D. 👨🏻‍💻🧬Apr 8

#SaaS in, SaaS out: Here's what's driving the #SaaSpocalypse
"SaaS has long been regarded as one of the most attractive business models due to its highly predictable recurring revenue, immense scalability, and 70-90% #grossmargins," Abdul Abdirahman, an investor at venture firm F-Prime, told TechCrunch. When one, or a handful, of #AIagents can do that work - when employees simply ask their #AI of choice to pull the data from the system - that per-seat model breaks down
https://techcrunch.com/2026/03/01/saas-in-saas-out-heres-whats-driving-the-saaspocalypse/

SaaS in, SaaS out: Here's what's driving the SaaSpocalypse | TechCrunch

What's behind the SaaSpocalypse? It simply seems a new supreme has risen.

TechCrunch

The Bad Place Apr 7

All Content from Business Insider | Software isn't dying, it's just disappearing from our view by Dan DeFrancesco

PixeloneStocker/Getty Images

This post originally appeared in the Business Insider Today newsletter.You can sign up for Business Insider's daily newsletter here.The software industry is in a fight for its life. But it's got a plan.

The "SaaSpocalypse" is one of the big themes of 2026, with people arguing AI could kill the software business. Why pay for software when AI can build it for you?

Read the original article on Business Insider

#business-insider-today #tech #businessinsider #business-insider-today #saaspocalypse

Software isn't dying, it's just disappearing from our view

Software executives sounded off to us on why they're not feeling threatened by AI. The market isn't convinced.

Business Insider

JTI Mar 31

Das heutige satirische Fundstück: https://deathbyclawd.com

#ai #llm #digitalisierung #genai #satire #practicalsatire #saas #saaspocalypse

Are You Just a .md File?

Find out if your SaaS can be replaced by a Claude Skill. The SaaSpocalypse Survival Scanner.

Death by Clawd

Jonathan E Cowperthwait Mar 27

You ever take a strawman out into a field and just kick the crap out of it? Anyway, you got me going about what #finops can teach us about the #saaspocalypse, because what else would someone do with a beautiful Friday afternoon?

https://www.linkedin.com/posts/cowperthwait_finops-activity-7443431088883998720-kXsi?utm_source=share&utm_medium=member_desktop&rcm=ACoAAACdXbkBQT5DbXLyhNGWc5VEeONlnor0jb0

Dr. Thaddeus Q. They Mar 22

Replacing #SaaS with workflows build around #LLM is obviously unsustainable, so I'm expecting a lot of crying when the cheap tokens end. Some will drop it, some got hooked too much and will grind their teeth and pay.

But you could actually vibe-engineer a replacement for many of SaaS, and even if you spend 200€ on tokens, it starts making a return in a couple of months at worst.

I mean why try to fit my business into their model, as if squeezing a square peg in a round hole, and pay for it, when you can have tailor-made service in a couple of weeks? And I don't even mean stupid blind #vibeCoding - that takes days.

my 3.5¢

#SaaSPocalypse #vibeEngineering